OMF Financial Consultant (Soweto Protea Glen)
Old Mutual LimitedJohannesburg, Gauteng, South Africa1 day ago
Job descriptionLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description naProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.# Responsibilities## ## Customer ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Customer Relationship Management (CRM) DataEnsure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.## Customer Needs ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## Customer Relationship Development / ProspectingMake calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.## Operational ComplianceFollow a range of mandatory procedures to ensure that work is carried out to the required quality standards and / or to ensure adherence to external regulatory codes and internal codes of conduct.## Business DevelopmentCarry out routine business development support tasks and assist others by following established procedures.## Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.## Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.## Network of InfluenceDemonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company. Skills Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 11 November 2025 , 23 : 59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
#J-18808-Ljbffr
Create a job alert for this search
Financial Consultant • Johannesburg, Gauteng, South Africa
Related jobs
- Promoted
Financial Advisor - Soweto MMH251103-9
MetropolitanSoweto, Gauteng, South Africa Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribu...Show moreLast updated: 2 days ago
- Promoted
OMF Financial Consultant (Clearwater Mall)
Old MutualKrugersdorp, Gauteng, South Africa Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
To provide excellent client service and financial education and to...Show moreLast updated: 25 days ago
- Promoted
OMF Financial Consultant(OMF Soweto Dobsonville)
Old MutualJohannesburg, Gauteng, South Africa Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
To provide excellent client service and financial education and to...Show moreLast updated: 5 days ago
- Promoted
OMF Financial Consultant (OMF Evaton)
Old Mutual LimitedEvaton, Gauteng, South Africa OMF Financial Consultant (OMF Evaton) page is loaded## OMF Financial Consultant (OMF Evaton)locations : Evatontime type : Full timeposted on : Posted Todayjob requisition id : JR-72716 • •Let's W...Show moreLast updated: 5 days ago
- Promoted
Branch Consultant / Financial Advisor - Tsakane
Sanlam LimitedSprings, Gauteng, South Africa Location : Springs, Gauteng, ZA.Sanlam Developing Markets (SDM)(a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and ...Show moreLast updated: 18 days ago
- Promoted
Vesting and On-boarding Consultant : SLS SC SFP (Meersig) (PG 8 / 9)
Sanlam LimitedGauteng, South Africa Vesting and On-boarding Consultant : SLS SC SFP (Meersig) (PG 8 / 9).Location : Constantiakloof, Gauteng, ZA.This is a centralised based specialist support role reporting to the Regional Business Manag...Show moreLast updated: 7 days ago
- Promoted
OMF Financial Consultant (Soweto Protea Glen)
Old MutualJohannesburg, Gauteng, South Africa Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Provides advice on a specific range of products to a specific allo...Show moreLast updated: 1 day ago
- Promoted
OMF Financial Consultant (Krugerdorp)
Old MutualKrugersdorp, Gauteng, South Africa Lets Write Africas Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Provides advice on a specific range of products to a specific alloca...Show moreLast updated: 30+ days ago
- Promoted
OMF Financial Consultant( Springs Mall)
Old MutualSprings, Gauteng, South Africa Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Provides advice on a specific range of products to a specific allo...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor Consultant
WealthbitJohannesburg, Gauteng, South Africa At Wealthbit, we're on a mission to transform financial well-being, empowering individuals and families to live lives full of choice and opportunity.
Our Financial Freedom Programme (FFP) equips emp...Show moreLast updated: 30+ days ago
- Promoted
Branch Consultant / Financial Advisor - Southgate
Sanlam LimitedJohannesburg, Gauteng, South Africa Location : Johannesburg, Gauteng, ZA.Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-leve...Show moreLast updated: 30+ days ago
- Promoted
Branch Consultant / Financial Advisor - Tsakane
SanlamSprings, Gauteng, South Africa Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market.It aims ...Show moreLast updated: 16 days ago
- Promoted
OMF Financial Consultant(OMF Soweto Dobsonville)
Old Mutual South AfricaJohannesburg, Gauteng, South Africa Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
To provide excellent client service and financial education and to...Show moreLast updated: 2 days ago
- Promoted
OMF Financial Consultant (OMF Evaton)
Old Mutual South AfricaEvaton, Gauteng, South Africa Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
To provide excellent client service and financial education and to...Show moreLast updated: 4 days ago
- Promoted
OMF Financial Consultant(OMF Soweto Dobsonville)
Old Mutual LimitedJohannesburg, Gauteng, South Africa OMF Financial Consultant(OMF Soweto Dobsonville) page is loaded## OMF Financial Consultant(OMF Soweto Dobsonville)locations : Johannesburgtime type : Full timeposted on : Posted Todayjob requisi...Show moreLast updated: 5 days ago
- Promoted
Junior Financial Advisor | Faerie Glen
The Recruitment CouncilGauteng, South Africa Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a...Show moreLast updated: 14 days ago
- Promoted
Consultant : Financial Planning and Analysis
TransUnionJohannesburg, Gauteng, South Africa TransUnion's Job Applicant Privacy Notice.Dynamics of the Role : TransUnion Africa is currently recruiting for a dynamic and figures orientated individual to be responsible for Financial Planning an...Show moreLast updated: 18 days ago
- Promoted
OMF Financial Consultant (OMF Evaton)
Old MutualEvaton, Gauteng, South Africa Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
To provide excellent client service and financial education and to...Show moreLast updated: 4 days ago